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14 часов назад

Vice President, Client Onboarding

175 000 - 200 000$
Формат работы
hybrid
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Vice President, Client Onboarding (Financial Services): Leading client onboarding for institutional and private wealth investors across fund products with an accent on team leadership, operational controls, and investor experience. Focus on resolving complex onboarding issues, coordinating cross-functional stakeholders, improving processes, and monitoring performance through operational metrics and dashboards.

Location: Boston, United States; hybrid work arrangement. The role provides 18 remote workdays per quarter, subject to manager approval, with regular office attendance.

Base salary: $175,000–$200,000 per year, plus a discretionary annual bonus and potential long-term rewards.

Company

hirify.global is a global investment firm focused on delivering solutions to clients and investing partners across private markets.

What you will do

  • Lead, coach, mentor, and evaluate the Client Onboarding team.
  • Manage daily onboarding for institutional and private wealth investors across fund products.
  • Ensure accurate, efficient, and timely execution in line with service standards, policies, procedures, and regulatory requirements.
  • Monitor team capacity, workload, performance metrics, reporting, and operational dashboards.
  • Resolve complex onboarding issues, exceptions, partner concerns, and operational challenges while supporting new product launches.
  • Coordinate with Investor Relations, Investments, Legal, Compliance, Tax, Treasury, Accounting, Marketing, Custom Solutions, third-party administrators, and external service providers.

Requirements

  • 10+ years of experience in financial services, preferably private equity.
  • Track record leading client onboarding, investor operations, or client service teams.
  • Strong leadership, coaching, team development, relationship management, and collaboration skills.
  • Strong operational, analytical, problem-solving, program management, process improvement, and risk management capabilities.
  • Knowledge of private markets, alternative investments, or asset management.
  • Bachelor’s degree or equivalent experience; proficiency with CRM platforms, workflow technologies, and Microsoft 365 applications.

Culture & Benefits

  • Collaborative, open-door culture with an emphasis on inclusion, mutual respect, and innovative thinking.
  • Hybrid work flexibility with 18 remote workdays per quarter.
  • Comprehensive total rewards package potentially including retirement, health and insurance benefits, paid time off, and wellness programs.
  • Eligibility for a discretionary annual bonus and potential long-term reward programs.

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